Wealth management

By | 2017-09-14T09:59:12+00:00 14th September 2017|

Wealth management is a fusion of financial and investment advice, accounting and tax services, retirement planning and legal or estate planning, often for one set fee. A single assigned wealth manager works with high-end clients. The manager coordinates input from financial experts and may include coordinating advice from the client’s own lawyer, accountants and insurance agent. Some wealth managers also offer banking services or advice on philanthropic activities.